Stephen M. Parlier Receives Certified Portfolio Manager Designation

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Morgan Stanley Smith Barney announced today that Stephen Parlier, a Vice President, Financial Advisor and Senior Portfolio Manager in the firm’s Wealth Management office in Chicago, has earned the Certified Portfolio Manager, or CPM® professional, designation. Mr. Parlier has worked at Morgan Stanley Smith Barney through predecessor firms since 2008.

Chicago, IL (PRWEB)July 18, 2011

The CPM designation is offered by the Academy of Certified Portfolio Managers (ACPM)® in conjunction with Columbia University. As one of the premier designations in the industry, the CPM® program offers an intense educational experience exclusively to individuals who manage discretionary portfolios. Candidates for this designation must successfully complete approximately 200 hours of coursework including the study of the theory and practice of asset pricing, asset management, hedge fund management, corporate finance, fixed income analysis and foreign exchange. Stephen was also required to attend a week-long program at the New York City campus of Columbia University. This week-long program included sessions on macro investments, risk management, asset allocation, fixed income, commodities and behavioral finance. Designees must also adhere to the ACPM® Code of Professional Responsibility and are required to undertake continuing professional education to maintain the certification.

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